Business Tax Expert - Work From Home

Intuit; Arizona; Remote; USD 60,000 - 90,000; Full time

Job summary

Intuit seeks a motivated Tax Preparer to support customers in completing taxes with TurboTax products. Applicants should have strong experience in business tax preparation, excellent communication skills, and hold an active EA, CPA, or Attorney credential. This virtual role requires customer interaction, making immediate contributions to our mission of Powering Prosperity Around the World.

Qualifications

• 3+ years preparation of business tax returns (1065 and/or 1120-S).
• 2 seasons of personal tax preparation experience, with at least 30 returns per year preferred.
• Ability to obtain necessary state licenses and certificates.

Responsibilities

• Help customers complete taxes via TurboTax, providing timely advice.
• Maintain customer information responsibly in a virtual environment.
• Interact professionally via video and document customer interactions.

Skills

Business tax preparation

Communication skills

Customer service

Critical thinking

Problem-solving

Proficiency with technology

Education

Active, unrestricted credential: EA, CPA, or Practicing Attorney

Preparer Tax Identification Number (PTIN)

Job description

At Intuit, we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values every day, and nothing is more important to us than the success of our customers.

You will work toward advancing our goal by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also have the opportunity to shape the direction of our newest product, TurboTax Live Business, while working at a company ranked on Fortune's 100 Best Companies to Work For.

If you are highly motivated with business tax preparation experience, excellent communication skills, and hold an active, unrestricted credential (CPA/EA/Practicing Attorney), we need you to help our customers complete their taxes using TurboTax Business products.

The successful candidate will manage complex business tax returns for Partnerships and S Corporations, possessing strong knowledge of federal and state tax laws, and extensive experience in preparing and filing business and personal tax returns.

What you'll bring

• Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by 3+ years preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season using commercial software.
• Active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 returns per year, preferred.
• Availability to work at least 20 hours per week across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Ability to obtain any necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Commitment to a minimum schedule of 20 hours/week during tax season.
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Excellent customer service skills, with the ability to interact professionally via video and audio tools.
• Strong verbal and written communication skills.
• Critical thinking, problem-solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Willingness to meet internet security criteria.

How you will lead

• Help customers complete their taxes using TurboTax products, providing sound advice and timely service, contributing to our mission of Powering Prosperity Around the World.

• Maintain sensitive customer and business information responsibly.

• Use government websites, professional resources, and team expertise to provide accurate answers in everyday language.

• This is a virtual role involving customer interaction via video communication, requiring documentation of interactions for accuracy.

• Interact professionally with customers and team members, promoting Intuit's values including integrity.

If you reside in the United States and are ready to earn supplemental income helping people with their taxes, APPLY NOW!